AS

Alan Shaw

Risk Analyst III

Alan Shaw is an experienced Risk Analyst III at Avantax® since November 2021, specializing in risk mitigation for system and data projects. Prior roles include Project Manager/Business Analyst at Wentworth Management Services, where communication and implementation were facilitated for a multi-vendor CRM project, and Platform Consultant III at Avantax Wealth Management℠, contributing to operations and system testing during a corporate transition. Earlier experience spans business systems analysis at 1st Global and Clark Consulting, as well as a Corporate Rollover Specialist role at Fidelity Investments. Alan Shaw earned a Bachelor of Arts in Political Science and Government from the University of North Texas.

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